IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PRO[...]

North Dakota State University; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A prominent financial services firm seeks a Technical Helpdesk & Training support manager in Manchester. This role involves advising on financial sales and providing training support, with a competitive salary between £40K to £60K, promising opportunities for professionals from financial advising, compliance, or product provision backgrounds. The position offers a hybrid work model, allowing for significant remote work.

Qualifications

• Level 4 qualification in financial planning required.
• Good knowledge across investments, pensions, saving, tax & trust issues.
• Willingness to study for Level 6 with support if not taken yet.

Responsibilities

• Advise IFAs on financial planning sales including investments, pensions, and tax issues.
• Develop and deliver training support, both online and face-to-face.
• Attend industry events to promote the company's services.

Skills

Financial Planning

Advisory Skills

Training Delivery

Education

Level 4 qualification

Job description

IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

Ref: 4119D

£40K -£60K + Benefits 80% WFH (Manchester Area)

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Training support manager. Duties will include:

1. Advising IFAs on FP sales whether investments, pensions, saving, tax & trust issues
2. Assist in improving firm's written support in these areas
3. Developing & delivering training support in these areas (whether online or face to face)
4. Attending industry events to help promote the company's services
5. Ad hoc projects as required

You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax & trust issues. It may suit someone already in a Compliance role or an IFA Salesperson or Paraplanner looking to move into such a role, or someone from a product provider (account manager or technical support) also looking for such opportunities. You must also be happy to deliver training, though no previous training experience is required.

Excellent opportunity for permanent employment with a well-respected & progressive firm. NB the role is hybrid in Manchester (1 day in office; 4 days WFH).

If that sounds like you, please send your details to our MD, David Symes FCA, at [e-mail] (including home address or postcode & contact number). Please note we cannot reply to all applications; only successful applicants will be contacted. Your details will never be passed on without your permission.

Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency for this role.

All applicants must be legally entitled to work in the UK. By applying, candidates accept the above information and confirm that their details are accurate to the best of their knowledge.